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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,966 | $180,459-84.5% | $154,108-81.9% | $135,380-79.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.54% | 888.21%-898.7pp | 735.21%-745.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $6,637 | $6,035+10.0% | $5,298+25.3% | $4,779+38.9% |
| Participant deferral / active EE | $5,998 | $5,806+3.3% | $5,081+18.1% | $5,609+6.9% |
| Admin fee / account holder | $1,576 | $16,145-90.2% | $13,411-88.3% | $10,828-85.4% |